Validis Review

Our score: 8.0 User satisfaction: 100%

What is Validis?

Validis is a cloud-based business solution designed and developed exclusively for lenders and auditors. The software links users to the financial applications and systems of their clients and retrieves all their financial information, including history, bank accounts, credit scores, and more. Validis significantly speeds up the information process and reduces the face time between lenders/auditors with their clients.

With Validis, extraction of financial information is fast and hassle-free and is secured from human intervention. For lenders, Validis streamlines all their processes involving loan origination and covenant monitoring. Auditors are able to perform their functions as Validis gives them access to real-time financial data of their clients without compromising transparency and security.

Overview of Validis Benefits

Lenders and auditors today are faced with many challenges, specifically with the access to the financial data of their clients as well as their quality and validity. Validis is designed and created to help lenders and auditors overcome such challenges and streamline their workflows so that they can focus on providing the best services to their customers, from making quick and confident lending decisions to generating detailed, accurate, and insightful audit reports.

Validis connects easily and seamlessly to popular financial and accounting applications and systems, including QuickBooks, Sage, and Microsoft Dynamics GP. Once connected, data extraction of the client’s complete financial history is done within minutes. Fast data access allows lenders to expedite the client’s onboarding process. Auditors love how Validis speeds up their PBC request and receipt process.

Lenders will appreciate how the financial transparency provided by Validis allows them to generate automated covenant monitoring and alerts as well as access information found on invoices and collection documents. For auditors, this financial transparency empowers them to perform continuous audit monitoring. On top of that, Validis lets them standardized reports and integrate a drill down functionality.

All information processed within Validis’ system is protected by top class, bank-grade AES 256 bit patented data encryption. This ensures that all financial data are secured from unauthorized access with zero client-side footprint.

Overview of Validis Features

  • Income Statement
  • Balance Sheet
  • Cash Flow Statement
  • Trial Balance
  • Aged Receivables Report
  • Receivables Movement Report
  • Aged Payables Report
  • Payables Movement Report
  • Full General Ledger Report
  • Full Journal Entries Report
  • Full Transactional History
  • Double Entry Level Drill Down Functionality
  • End User Reconciliations
  • Covenant Reports
  • Sales Invoice Reports
  • Full Audit Preparation Pack
  • Monthly Management Accounts

What Problems Will Validis Solve?

Getting financial data

Validis automated the extraction of data, saving you significant time and resources. The system connects directly to your client’s financial application and gets all the financial information in minutes without risking human interference and intervention.

Standardizing the data

Valids simplifies data formatting processes using their unique algorithms to scan data for errors and anomalies. This speeds up the creation of uniform, standardized reports.

Compiling the data

Manual compilation and review of data is time-extensive. Validis expedites the process with automated data analytics that you can access via a secure and unique pluggable feed or online portal. Validis creates a comprehensive set of financial reports that gives your clients financial details down to the double-entry level.

Validis Position In Our Categories

Because businesses have unique business wants, it is logical that they steer clear of selecting an all-encompassing, ”best” solution. Regardless, it is nearly futile to try to pinpoint such application even among sought-after software systems. The efficient step to undertake should be to write down the various main factors that require analysis such as crucial features, budget, skill competence of the users, organizational size, etc. After which, you must conduct your product research thoroughly. Have a look at these Validis evaluations and check out the other software solutions in your list more closely. Such all-encompassing research ascertains you steer clear of ill-fitting software solutions and choose the one that provides all the function you require company requires.

Position of Validis in our main categories:

TOP 500

Validis is one of the top 500 Accounting Software products

Validis is also listed in the following subcategories:

It is important to keep in mind that hardly any service in the Financial Reporting Software category is going to be a perfect solution able to match all the requirements of all company types, sizes and industries. It may be a good idea to read a few Validis Financial Reporting Software reviews first as some solutions might dominate just in a very narrow group of applications or be prepared with a really specific type of industry in mind. Others may function with an idea of being easy and intuitive and therefore lack advanced features needed by more experienced users. You can also find services that cater to a wide group of customers and offer a powerful feature set, but that usually comes at a more expensive cost of such a software. Make sure you're aware of your needs so that you get a software that provides exactly the elements you search for.

How Much Does Validis Cost?

Validis Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Contact Validis for enterprise pricing information and other product details. You can also submit a request for a demo to see if the software is a perfect fit for your business.

User Satisfaction

Positive Social Media Mentions 5
Negative Social Media Mentions 0

We realize that when you make a decision to buy Financial Reporting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Validis reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Validis. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

  • Windows
  • Web-based


  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Validis pricing details?

Validis Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Contact Validis for enterprise pricing information and other product details. You can also submit a request for a demo to see if the software is a perfect fit for your business.

What integrations are available for Validis?

Validis integrates with the following business systems and applications:

  • Acomba
  • Avantage
  • Microsoft Dynamics NAV
  • Microsoft Dynamics GP
  • Intuit QuickBooks
  • Intuit QuickBooks Online
  • Sage ACCPAC
  • Sage 50 (Peachtree)
  • Xero

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Reviewed By Louie Andre
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